Unlock Hidden Revenue 
​& Maximize Customer 
​Retention​

Zoom Virtual Event

Exclusive virtual B2B revenue roundtable for leaders driving growth.

Wednesday, March 12  (​10 AM - 12 PM PDT)

Discover Strategies Used by Corporate Titans to Increase 
Retention and Revenue

Join top B2B executives for a high-impact experience designed to help you:

Stop churn 
​before it starts.


Fill market gaps first.
​Keep customers forever.


We've seen firsthand how this is done.

Who should attend?

C-suite executives and department heads (CROs, CMOs, Heads of Service) of B2B companies with revenue between $100M and $2B who want to drive retention, increase CLV, and remove revenue roadblocks.


When?

  • Wednesday, March 12, 2025
  • 10 AM – 12 PM PDT
  • Zoom (cameras on for full engagement)

    What We'll Share

    Proven Retention Playbooks

    Actionable frameworks for reducing churn and maximizing
    lifetime value.

    Revenue Growth Tactics

    Gain insights into significant ARR growth by tackling challenges like flawed discounting structures and renewal friction.

    Profit-Driven CX

    How to spot and prioritize high-impact initiatives. 

    How Top Companies Take Action

    Leaders listen in real-time across the entire customer journey to spot friction, fix product/solution deficiencies, and drive growth.

    Elevate Sales Conversions

    Advanced pre-sales and omnichannel tactics that increase the conversion of MQLs to SQLs.

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    Roundtable Agenda

    10:00 – 10:20 AM



    Welcome and Intros (20 min)

    Get to know fellow leaders as each participant shares their name, business, favorite non-work activity, and one revenue-related success and challenge they're currently facing (2 minutes per person).

    10:20 – 10:45 AM



    Interactive CX Prioritization Exercise (25 min)

    Engage in an interactive session led by VistaXM, offering actionable insights into prioritizing customer experience initiatives.

    10:45 – 11:55 AM



    Participant Problem-Solving Deep Dives (75 min)

    Each leader presents a key challenge (5 minutes), followed by collaborative group feedback and discussion
    (5 minutes per participant).

    11:55 AM – 12:00 PM


    Conclusion (5 min)

    Recap key takeaways and outline actionable steps to implement post-session.

    Our Results: 

    Software

    Helped a leading software company reduce SMB churn, resulting in a $25 million increase in ARR by identifying and rectifying a problematic discounting structure.

    SaaS

    Enabled a major SaaS company to boost customer value by 25% through implementing listening posts across the customer journey, leading to enhanced support and product features.

    Tech

    Collaborated with a multinational technology company to decrease website abandonment rates from 80% to under 20% in less than a month, generating tens of millions of dollars in new pipeline within the first 30 days.

    Manufacturing

    Worked with a heavy equipment manufacturer to uncover the true reasons behind lost deals, leading to a strategy that is on track to double their services revenue over five years.

    Ready to RSVP? 

    To ensure a rich and diverse discussion, we're accepting only one participant per industry. If your industry is already represented, we'll gladly keep you in mind for our next cohort.

    Have questions? Reach out to Paul Barr at Paul@vistaxm.com or (310) 351-8220


    Don't miss this opportunity to connect with fellow industry leaders and gain actionable insights to drive exceptional revenue growth. Secure your spot today!

    RSVP

    FAQs

    Why a Mastermind?

    With rising competition and shifting buyer behavior, companies that optimize retention and revenue win. Yet many leaders tackle these challenges alone, stuck in their organization’s bubble.


    Top performers take a different approach:


    ✅ Mentorship – Learning from seasoned experts.

    ✅ Peer Collaboration – Mastermind groups that sharpen strategy.

    ✅ Focused Skill Growth – Developing high-impact capabilities.


    A mastermind isn’t just beneficial—it’s essential. Surround yourself with ambitious leaders, gain real accountability, and accelerate success. If you’re serious about growth, let’s make it happen. (Plus, we make the journey enjoyable 🙂)

    Experience. Simplified.

    (801) 502 - 4841     |     info@vistaxm.com

    Thank You!

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